The Value of Organization

Hi!  My name is André Buck and I am the Technical Support Manager at ClickPoint Software.  I handle all of the technical operations for the LeadExec software.  I wanted to take a moment to introduce myself and also talk a bit about the importance of data organization.  I have nearly 7 years experience in technical customer support.  A universal trait in every industry that I’ve ever worked with is organization.  The better your system is organized, the more efficiently it can perform.  This rings true in every industry and it’s no different for Lead Management. 

Whether it’s building out customer profiles or designing a new lead type to bring on new business, organization equates to preparedness.  As a provider of technical support, personally it is much easier to provide support to those that have already organized their requests and changes and are prepared to communicate to me exactly what they want.  It makes the… Read Article »

Lead Management Time Zone and Elapsed Time

I really like this update and so do our customers.  This update allows our customers to not only view the time the lead is inserted into their system but also elapsed time since it has been touched.  You can see how long a lead is sitting and you can see the time zone that the lead resides in with +1, +2, or +3 to tell you how many hours there is between your time zone and the leads time zone.  This was a survey recommendation we received from our clients.  We send out surveys once a month asking our customers what updates they would like to see.  We take recommendations and pick the top 5.  We then let our customers vote on what features would be most useful to them.  Listening to our customers has helped ClickPoint understand the customer and what they need to work more efficiently.  I hope after a… Read Article »